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Portfolio (Quarterly) Guide ↗

GUIDANCE CAPITAL, INC

· CIK 0001958743
13F Portfolio $383M AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 202 New
Page 9 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TIC ACUREN CORP Industrials 36,946.0 $460K 0.12% NEW $12.46 -31.1%
162 UFPT UFP TECHNOLOGIES INC Healthcare 2,274.0 $457K 0.12% NEW $200.99 +11.8%
163 EWW ISHARES INC 6,934.0 $453K 0.12% NEW $65.37 +19.0%
164 MDLZ MONDELEZ INTL INC Consumer Defensive 7,209.0 $438K 0.11% NEW $60.77 +1.2%
165 SPLB SPDR SERIES TRUST 17,819.0 $419K 0.11% NEW $23.51 -6.1%
166 VBR VANGUARD INDEX FDS 1,902.0 $400K 0.10% NEW $210.19 +9.8%
167 XOM EXXON MOBIL CORP Energy 3,442.0 $397K 0.10% NEW $115.39 +35.4%
168 GSLC GOLDMAN SACHS ETF TR 2,982.0 $392K 0.10% NEW $131.43 +7.2%
169 AVGO BROADCOM INC Technology 1,087.0 $385K 0.10% NEW $354.25 +17.0%
170 QQQM INVESCO EXCH TRADED FD TR II 1,430.0 $363K 0.10% NEW $254.09 +15.8%
171 CVX CHEVRON CORP NEW Energy 2,204.0 $343K 0.09% NEW $155.55 +22.8%
172 VEU VANGUARD INTL EQUITY INDEX F 4,540.0 $331K 0.09% NEW $73.00 +13.1%
173 VDE VANGUARD WORLD FD 2,659.0 $331K 0.09% NEW $124.61 +34.2%
174 SPYM SPDR SERIES TRUST 4,103.0 $327K 0.09% NEW $79.66 +9.8%
175 VTV VANGUARD INDEX FDS 1,732.0 $326K 0.09% NEW $188.15 +11.1%
176 ITGR INTEGER HLDGS CORP Healthcare 4,372.0 $319K 0.08% NEW $72.91 +23.4%
177 MGK VANGUARD WORLD FD 767.0 $316K 0.08% NEW $411.94 -78.4%
178 VOO VANGUARD INDEX FDS 485.0 $302K 0.08% NEW $622.47 +9.7%
179 DLN WISDOMTREE TR 3,037.0 $266K 0.07% NEW $87.47 +9.3%
180 EXPAND ENERGY CORPORATION 2,541.0 $264K 0.07% NEW $103.76
Page 9 of 11  ·  202 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.0%
Technology 14.4%
Industrials 10.7%
Consumer Cyclical 7.5%
Healthcare 5.0%
Basic Materials 4.7%
Consumer Defensive 4.5%
Real Estate 3.5%
Communication Services 3.2%
Energy 3.1%